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SevenBridge Financial Group’s BHP BHP Stock Holding History

SevenBridge Financial Group’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$838K Hold
9,264
– – 0.12% 123
2026
Q1 		$746K Sell
9,264
-135
-1% -$9.54K 0.12% 129
2025
Q4 		$637K Sell
9,399
-465
-5% -$26.4K 0.1% 135
2025
Q3 		$556K Sell
9,864
-2,211
-18% -$118K 0.09% 138
2025
Q2 		$653K Sell
12,075
-2,527
-17% -$121K 0.12% 136
2025
Q1 		$729K Sell
14,602
-4,128
-22% -$206K 0.14% 135
2024
Q4 		$940K Buy
18,730
+1,598
+9% +$86.9K 0.18% 115
2024
Q3 		$917K Buy
17,132
+1,436
+9% +$79.3K 0.18% 114
2024
Q2 		$840K Buy
15,696
+1,185
+8% +$68.9K 0.19% 109
2024
Q1 		$816K Buy
14,511
+891
+7% +$53.3K 0.19% 110
2023
Q4 		$930K Buy
13,620
+725
+6% +$43.8K 0.22% 100
2023
Q3 		$733K Buy
12,895
+2,350
+22% +$137K 0.19% 107
2023
Q2 		$629K Buy
10,545
+1,990
+23% +$119K 0.16% 113
2023
Q1 		$542K Buy
8,555
+1,835
+27% +$118K 0.15% 118
2022
Q4 		$417K Buy
+6,720
New +$378K 0.12% 130

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SevenBridge Financial Group's BHP Position: Q2 2026 in Review

SevenBridge Financial Group held its BHP (BHP) position steady in Q2 2026 at 9,264 shares worth $838K. The position accounts for 0.12% of the portfolio, ranked #123.

SevenBridge Financial Group first reported a position in BHP in Q4 2022 and has held it in 15 quarters since. The position peaked at $940K in Q4 2024. 820 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • SevenBridge Financial Group held 9,264 shares of BHP worth $838K as of Q2 2026.
  • SevenBridge Financial Group left its BHP share count unchanged in Q2 2026.
  • BHP made up 0.12% of SevenBridge Financial Group's portfolio in Q2 2026, its #123 holding.
  • SevenBridge Financial Group first reported a position in BHP in Q4 2022 and has held it in 15 quarters since.
  • SevenBridge Financial Group's BHP position peaked at $940K in Q4 2024.
  • 820 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.